SBG Wealth Management

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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92 Years

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(478) 474-7004Call Visit WebsiteVisit Website Map & DirectionsDirections3727 Vineville AveMacon, GA 31204 Write a ReviewWrite Review

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Fax: (478) 474-8114

Phone: (478) 471-1875

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SBG Wealth Management, LLC

Cfs Wealth Management

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http://www.smithbrownandgroover.com

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (478) 474-7004

Address: 3727 Vineville Ave, Macon, GA 31204

Website: http://www.smithbrownandgroover.com

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SBG Wealth Management

Tax Planning
In addition to the services described above, we may provide other financial services to you. These services are generally provided on a project basis, and may include, without limitation, estate planning, cash flow planning for certain events such as education expenses or retirement income, tax planning analysis and review of your insurance portfolio, as well as other matters specific to you as and when requested by you and agreed to by us.
Estate Taxes
Tax Services
Income Tax

Investment Management
The Employee Retirement Income Security Act of 1974 (“ERISA”) sets forth rules under which Plan Fiduciaries may retain investment advisors for various types of services with respect to Plan assets. For certain services, we will be considered a fiduciary under ERISA. For example, we will act as an ERISA 3 (21) fiduciary when providing non-discretionary investment advice to the Plan Fiduciaries by recommending a suite of discretionary investments as choices among which Plan Participants may select. Also, to the extent that the Plan Fiduciaries retain us to act as an investment manager within the meaning of ERISA 3 (21), we will provide discretionary investment management services to the Plan.
Mutual Funds
We primarily utilize portfolios of open-end mutual funds, however closed-end funds, ETFs and individual equities and bonds may also be utilized. The fee charged is usually determined as a percentage of the account value or based on a fixed annual fee. As the portfolios are often tailored to the individual needs of clients, clients may impose restrictions on investing in certain types of securities. We do not participate in Wrap programs.
Bonds
Wealth Management
CFS Wealth Management, L.L.C. collects information about you to help us serve your financial needs, provide customer service, offer new products or services, and fulfill legal and regulatory requirements. Any collection of personal information is to support our normal business operations and service your account.

Accounting Services
Payroll Services

Financial Planning
Prior to joining CFS, Fort worked as an advisor with Waddell & Reed. He has extensive experience working with private clients, businesses, and large retirement plans. Fort earned a Bachelor of Science degree in the University of Georgia's Family Financial Planning Program.
Retirement Planning
Annuities
Other Fees and Costs: You may be charged fees in addition to what you pay CFS. Examples are fees for mutual funds and variable annuities and brokerage commissions, transaction fees, wire transfer, and other related costs and expenses which you may be charged by your account custodian and/or broker- dealer either directly or indirectly. Commissions and transaction fees vary by broker-dealer and may be less at other brokerage houses.
Asset Management
We offer multiple investment methods managed in a coordinated manner to meet your objectives. In addition to the passive strategic asset allocation approaches, we offer the investor access to highly active liquid, low-cost, transparent alternatives to hedge funds and private equity, as well as to fixed income investments with actual maturity dates.
College Funding

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